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Data import to existing Act contacts

New Member
Posts: 2
Country: United Kingdom

Data import to existing Act contacts

Hi - I have a csv file that contains a list of 100  email addresses and next to each address is a piece of data in text that I'd like to import into Act as a note for each contact.  Each email address has a different note. I've tried doing a import that merges the email addresses with the contacts in act but for some reason the data doesn't get attached. Can anyone help?
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Data import to existing Act contacts

You would need an add on to do anything like that. There are a couple available, check at www.actaddons.com.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Data import to existing Act contacts

It depends... is the "note" designed to go into a field in ACT! or into the Notes or history area in ACT!?
New Member
Posts: 2
Country: United Kingdom

Re: Data import to existing Act contacts

Well originally it was hoped to be a "Note" in the Notes area, but when I couldn't get that to work, I tried creating a designated field instead - but still with no luck. Ideally I'd like it to be in the Notes section but as long as the info is saved somewhere in Act I really don't mind!

 

PS Thanks both for your help so far.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Data import to existing Act contacts

To import it into the Notes or History, you can use itImport

 

To import it to a new blank field, you can use this ACT! Knowledge Base article - http://tinyurl.com/55z2lv